で公開中です! 詳しく見る
DFATのアイコン

U.S. Targeted Value Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
RWA
251
Rooted Wealth Advisors
Illinois
$480万 +$40.6万 +6,071 +10%
EWA
252
Elevate Wealth Advisory
Georgia
$477万 -$14.9万 -2,229 -3%
Natixis Advisors
253
Natixis Advisors
Massachusetts
$465万 +$116万 +17,406 +35%
PCM
254
Passive Capital Management
Maryland
$458万 -$12.5万 -1,871 -2%
BAM
255
Belleair Asset Management
Florida
$452万 -$1.05万 -157 -0.2%
Steward Partners Investment Advisory
256
Steward Partners Investment Advisory
New York
$446万 +$249万 +37,209 +140%
Zhang Financial
257
Zhang Financial
Michigan
$443万 -$353万 -52,847 -45%
IIM
258
InTrack Investment Management
Vermont
$443万 -$14万 -2,101 -3%
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$440万 +$420万 +62,913 新規
Klingman & Associates
260
Klingman & Associates
New York
$439万 -$9.8万 -1,471 -2%
Citadel Advisors
261
Citadel Advisors
Florida
$431万 +$412万 +61,671 新規
Burton Enright Welch
262
Burton Enright Welch
California
$424万 -$11万 -1,652 -3%
VPF
263
Vantage Point Financial
Illinois
$419万 -$3.05万 -456 -0.8%
Pinnacle Financial Partners (Georgia)
264
Pinnacle Financial Partners (Georgia)
Georgia
$416万 +$1.91万 +286 +0.5%
Atomi Financial Group
265
Atomi Financial Group
New York
$414万 -$1.56万 -233 -0.4%
VWA
266
Vistica Wealth Advisors
California
$413万 -$9.9万 -1,487 -2%
TF
267
Thayer Financial
North Carolina
$411万 +$7.4万 +1,108 +2%
WA
268
Walsh & Associates
Florida
$409万 +$116万 +17,334 +42%
Bay Colony Advisors
269
Bay Colony Advisors
Massachusetts
$406万 -$1.58万 -237 -0.4%
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$405万 -$6,081 -91 -0.2%
Live Oak Private Wealth
271
Live Oak Private Wealth
North Carolina
$404万 – – –
Signature Estate & Investment Advisors
272
Signature Estate & Investment Advisors
California
$403万 -$4,811 -72 -0.1%
MFC
273
Morris Financial Concepts
South Carolina
$400万 -$4,210 -63 -0.1%
EverSource Wealth Advisors
274
EverSource Wealth Advisors
Alabama
$394万 -$6.65万 -995 -2%
SDWIA
275
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$390万 -$3.58万 -535 -1%